Commerce City, CO

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Best Financial Advisors in Commerce City, CO

The highest-rated Financial Planning & Wealth Management firms out of 223 vetted & reviewed in the Commerce City area.

AMA Financial Partners

AMA Financial Partners

(2)
“Ended up saving us over $1,000 in annual premiums for our home & auto policies.”
In Business Since 2021
Serving Commerce City Area
i
CDP Financial Group

CDP Financial Group

(1)
“He has advised us on where to invest funds and sends us thorough reports each quarter so we can understand where our funds are going and how they are growing!”
In Business Since 2011
Serving Commerce City Area
i
Teodora Moga Financial Services

Teodora Moga Financial Services

(1)
“We've started with life insurance for my husband and I, and graduated to investments.”
Licensed
In Business Since 2020
Serving Commerce City Area
i
Square Lynq

Square Lynq

(2)
“Joshua at Square Lynq was able to help get my second stimulus back that the IRS never sent to us, he also helped us get a bigger return than we thought, he is very knowledgeable and prices are very competitive.”
Free Initial Consultation
Average Price Tag
In Business Since 2017
Serving Commerce City Area
i
401k Rollover Secrets

401k Rollover Secrets

(2)
“Don't lose all your retirement again with another inevitable stock market crash”
Serving Commerce City Area
i
Vision Financial Services, Debra K Herrington CPA & CFA

Vision Financial Services, Debra K Herrington CPA & CFA

(2)
“Deb is wonderful, easy to work with, appointments that fit your schedule.”
Serving Commerce City Area
i
Lockstep Mortgage

Lockstep Mortgage

(20)
  • Stress
  • Angel
  • Rate
“Although time was of the essence and he moved things along quickly, he never hesitated to explain things in way that made us feel like partners and not talked down to.”
Transparent Fees & Pricing
Below Average Price Tag
In Business Since 2014
12412 York St, Thornton, CO
i
Wambolt & Associates

Wambolt & Associates

(18)
Asset Protection, Proactive Tax Planning, Investment Management
“As a person with minimal interest for all things financial, but realize it's importance, I have found complete confidence, wisdom, and enthusiasm at Wambolt.”
Above Average Price Tag
Accepts All Major Credit Cards
Free Initial Consultation
In Business Since 1981
Serving Commerce City Area
i
Inclinevest

Inclinevest

(11)
Investment Management, Financial Planning
“He comes from an extensive background in finance so he's able to answer difficult questions and can explain things in a way that anyone can understand.”
In Business Since 2018
Serving Commerce City Area
i
Paytusker

Paytusker

(3)
“A timely, relevant and engaging innovation and platform.”
Emergency Services
In Business Since 2020
10825 E Jewell Ave, Aurora, CO
i
Jenkins Wealth

Jenkins Wealth

(7)
  • Team
“Great advisors and tons of help!”
Licensed
In Business Since 2015
Serving Commerce City Area
i
Dodds Wealth Management Group

Dodds Wealth Management Group

(1)
“If you've thought about how you can get more out of your retirment strategy, definitely give this great local company a call.”
Licensed, BBB Rating: A+
In Business Since 2012
Serving Commerce City Area
i
Hinman Financial Planning

Hinman Financial Planning

(1)
“Hinman has been our CFP for over 5 yrs, primarily assisting us with estate and trust planning & navigating our finances through a difficult transition into a well planned financial retirement and estate plan.”
Licensed, BBB Rating: A+
In Business Since 2016
Serving Commerce City Area
i
Distinct Document Preparation & Consulting

Distinct Document Preparation & Consulting

(19)
  • Father
  • Team
  • Understand
“I personally struggle with trusting others due to unfortunate past experiences elsewhere, but the ladies here definitely took the extra time with patience to ease me through the process.”
2993 S Peoria St #100, Aurora, CO
i
Financial Freedom

Financial Freedom

(6)
Request a Quote
“Working with them is a long term investment and with that said having the right people and company in your corner is CRUCIAL for my long term money success!”
Licensed, BBB Accredited
In Business Since 2014
8461 Turnpike Dr #103, Westminster, CO
i
Townsend

Townsend

(2)
Client Education, Wealth Management, Portfolio & Asset Management
“Townsend has done a great job managing my retirement accounts.”
Average Price Tag
Accepts All Major Credit Cards
Free Initial Consultation
In Business Since 2013
2761 W 120th Ave Suite 200, Westminster, CO
i
Capital TAX & Accounting Services

Capital TAX & Accounting Services

(1)
Tax Problems, Tax Planning, Tax Preparation
“Above and beyond!”
In Business Since 2017
2323 S Troy St, Aurora, CO
i
Taxsavers

Taxsavers

(3)
“Been doing my taxes with them for years.”
In Business Since 2019
1450 S Havana St #704, Aurora, CO
i

Retirement Planning and Investment Management Services Estimated Cost in Commerce City, CO 2022

Minimum cost
$1020
Maximum cost
$8670
National Average
$3060
Avg Per Hour Rates
$306
$2040
$5610
Fair price range based on 203 cost profiles
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Average Cost $3060
Minimum cost $1020
Maximum cost $8670
Avg Per Hour Rates $306

Typical range $2040 to $5610 is based on 203 cost profiles.

Why these companies made our list

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